Get Started – Step 2 Body

Get Started – Step 2 Body

Get Started – Step 2 Body

July 6, 2016nodinx

Counseling, decision-making and designing a plan with your attorney, and if needed, your CPA and financial advisor, creates a “custom-fit” estate plan. Together we will design a plan that implements your wishes for the future.

A well thought out estate plan coordinates what would happen with your home, your investments, your business, your life insurance, your retirement plans and other property in the event you became disabled. When creating your estate plan, you should take into account probate avoidance, planning for your incapacity (or the incapacity of your beneficiaries), planning for family “issues,” planning to meet your family values, planning for the care of your minor children (to keep court processes out of the picture as much as possible), and ensuring that your plan stays “on track.”

We also acquaint you with the “default rules” under Oregon law that you or a family member may encounter during life, and after someone passes away. Often, these “default rules” can be avoided with proper estate planning, such as a power of attorney or Revocable Living Trust.